CRM

Unlike traditional, chat-driven agents, headless agents focus on automation and integrations with third-party systems. Headless agents can be called without a human trigger from a user interface and can perform tasks autonomously. For example, an Apex trigger or a scheduled job can call a headless agent as part of a background process. At TDX ’25, […]

Ever scrolled through a website and felt unsure about what to do next? That’s what happens when there’s no clear call to action (CTA). A great CTA isn’t just a button — it’s a gentle nudge that helps customers take the next step, whether that’s signing up or making a purchase. For your small and

Field service scheduling is like solving a constantly evolving puzzle. The challenge? Getting the right technician, with the right skills and tools, to the right job at the right time. But with unexpected delays, last-minute cancellations, and fluctuating customer demands, keeping schedules efficient is easier said than done. Our research shows that scheduling is the

As a kid, I always wanted to be like Marty McFly from the Back to the Future film franchise. I had countless dreams about driving the DeLorean DMC-12. That car looked like it came straight from the future—gull-wing doors, stainless steel body, and pure sci-fi magic. But in reality, much like many hyped innovations, the

Clear communication is a fundamental skill that helps us connect, collaborate, and avoid misunderstandings. This is just as true when interacting with AI, where a well-defined framework for our instructions, known as prompts➚,can significantly impact the usefulness and accuracy of responses. But crafting great prompts isn’t always straightforward. How do we ensure AI understands and

Think about your favorite neighborhood coffee shop or that fantastic hair salon you can’t stop recommending. How’d you find them? More than likely, a friend’s raving recommendation brought you. That’s the beauty of word-of-mouth marketing, making satisfied customers your best advocates.  Small and medium-sized businesses (SMBs) and startups can reap the benefits of a good

A growing business is exciting‌ — ‌more customers, more revenue, and, of course, more data. While data growth itself isn’t a problem, it can quickly become overwhelming without the right systems in place and lead to higher costs, sluggish systems, and difficulty staying compliant. This is where data archiving becomes vital. By regularly relocating inactive

It hasn’t even been a year since the AI agent era kicked off in earnest, but it’s easy to feel like you’re already behind the curve. No matter where you are on your agentic journey—whether you’re just getting started with your first use case, or still figuring out how an agent can deliver ROI—it’s natural

In the constantly shifting landscape of customer experience, help portals are critical touchpoints that can empower businesses and their customers – or send them spiraling into frustration. Salesforce Help, as an example, has 60 million annual visitors and over 750,000 pieces of content across 18 languages. That’s a lot of information to parse. We knew